Investment Planning Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Investment Planning Advisors’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$483K	Buy	15,926 +334	+2%	+$10.5K	0.13%	63
2025 Q4	$483K	Sell	15,592 -3,948	-20%	-$123K	0.14%	61
2025 Q3	$618K	Sell	19,540 -1,641	-8%	-$51.6K	0.19%	50
2025 Q2	$650K	Sell	21,181 -6,275	-23%	-$189K	0.23%	41
2025 Q1	$844K	Sell	27,456 -13	-0%	-$410	0.34%	34
2024 Q4	$864K	Buy	27,469 +788	+3%	+$25.7K	0.38%	32
2024 Q3	$842K	Hold	26,681	–	–	0.43%	32
2024 Q2	$842K	Buy	+26,681	New	+$840K	0.43%	32

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.78B AUM 13.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Investment Planning Advisors's PFF Position: Q1 2026 in Review

Investment Planning Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 2.1% in Q1 2026, buying an estimated $10.5K and bringing the position to 15,926 shares worth $483K. The position accounts for 0.13% of the portfolio, ranked #63.

Investment Planning Advisors first reported a position in PFF in Q2 2024 and has held it in 8 quarters since. The position peaked at $864K in Q4 2024. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

Investment Planning Advisors held 15,926 shares of iShares Preferred and Income Securities ETF worth $483K as of Q1 2026.
Investment Planning Advisors bought 334 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $10.5K.
iShares Preferred and Income Securities ETF made up 0.13% of Investment Planning Advisors's portfolio in Q1 2026, its #63 holding.
Investment Planning Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2024 and has held it in 8 quarters since.
Investment Planning Advisors's iShares Preferred and Income Securities ETF position peaked at $864K in Q4 2024.
965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.